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Best financial advisors in Oneonta, NY

Registered advisers within 25 miles of Oneonta, NY.

Offices
23
Firms
16
Combined AUM
$5.37T
Firm-wide filings, not assets booked only here
Clients
868K
868,383 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
&PARTNERS
LPL FINANCIAL LLC
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
MORGAN STANLEY
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
NBT CAPITAL MANAGEMENT, INC.
BFC PLANNING, INC.
EQUITY SERVICES, INC.

Investors

John Matthew Cook
JOSEPH MICHAEL GUCCIONE
ROBERT EDMUND VANHORN
CHRISTOPHER SASEN HAGE
EDWARD JOHN CURLEY
JODY ANGELLOTTI
BRENT A PATRY
Zachary Daniel Brown
Kyle Bennett Velte
KEVIN LEMIER CORKERY
NEAL KULIN MILLER
LORI ANN CUDNEY
Kristen C Doyle
AMY LYNN CESARANO
Christopher A Rollo
Lara Beth Leonard
DANIEL J GRASMEDER
Danielle Yeager
MATTHEW DAVID CAMPBELL
Christopher Langford
SCOTT ALLEN CURTIS
JASON JAY TABOR
Matthew Samuel Powers
Tyler A Jones
JORDAN M ALGER
PETER BART POCHILY
ROSE ANN SMITH
ROBERT MARTIN CAREY
Timothy R Guinn
PETER VAIL SMITH
EVAN HUDSON WALKER
ALICE MARGARET WEIR
BRIAN ANTHONY VOSS
OWEN PATRICK KENNEDY
DAVID JOSEPH CHIUSANO

Within 25 miles of Oneonta, NY, Best Investors lists 16 registered investment advisory firms with 23 offices nearby, managing about $5.37T in combined regulatory AUM across 868,383 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Oneonta

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 &PARTNERS 535 advisers $30.3B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM